In this webinar, Halbert Hargrove Wealth Advisor Tony Delane is joined by Meaghan Dowd, Product Manager at Holistiplan, to discuss how homeowners, auto, umbrella, and liability insurance fit into a comprehensive wealth management strategy.
The conversation explores common misconceptions about insurance, how lifestyle changes can create unexpected coverage gaps, and why regular insurance reviews are essential as your assets and responsibilities grow. You'll also learn how financial advisors and insurance professionals can work together to help protect your wealth from avoidable risks.
Topics covered include:
● Why insurance should be part of your financial plan
● Homeowners, auto, and umbrella insurance explained
● Common insurance gaps that can expose your assets
● Replacement cost vs. market value for your home
● Liability protection and umbrella policies
● How renovations, travel, pets, trusts, and LLCs affect coverage
● Choosing deductibles based on your financial situation
● Why annual insurance reviews matter
● Questions to ask your insurance professional
● How Halbert Hargrove helps clients review insurance coverage
